Your AI agents are everywhere.
Your AI value is nowhere.

Roiva measures what every agent, pilot, and initiative costs and what it returns, then brings each one up on a schedule — so the call to scale, fix, or cut is made on numbers your CFO will accept, and stays on the record with the figures behind it.

+0% NET ROI · LAST 12 MONTHS +$853,200 Value realized −$214,978 Total cost +$337,500 Tickets deflected × cost/ticket ZENDESK +$493,200 Time saved × labor rate ZENDESK · HRIS +$22,500 NPS-driven retention uplift STRIPE −$42,000 Anthropic API spend ANTHROPIC −$145,000 Implementation services QUICKBOOKS −$27,978 Training & change mgmt QUICKBOOKS Every node is a real formula. Every leaf is an integration syncing the input data. VERSIONED · TIMESTAMPED · AUDITABLE
INITIATIVE AI Customer Support Triage
Live · 4 min ago
NET ROI · LAST 12 MONTHS
+297%
Every dollar traces to its source and an approval
Value realized +$853,200
Tickets deflected × cost/ticket +$337,500 Zendesk
Time saved × labor rate +$493,200 Zendesk · HRIS
NPS-driven retention uplift +$22,500 Stripe
Total cost −$214,978
Anthropic API spend −$42,000 Anthropic
Implementation services −$145,000 QuickBooks
Training & change management −$27,978 QuickBooks
Pulls cost and value data from the tools you already use
Cost
OpenAI Anthropic Snowflake BigQuery QuickBooks
Value
Salesforce HubSpot Zendesk Intercom Stripe
Workflow
Slack Google Workspace

Companies are deploying AI agents everywhere.
Almost no one manages them like an investment.

AI pilots succeed in the lab and disappear in the budget review.

An AI portfolio nobody can see

Agents, pilots, and models are scattered across teams with no shared view of cost, ownership, or outcome.

No number finance will sign

Teams can't show the dollars an AI initiative saved or earned in a form finance accepts, so budgets get cut on instinct.

No blueprint for what to try

It's hard to know where AI will actually move the needle for your specific business — without a structured way to look.

Where AI value actually comes from

Every dollar of value on the record is one of four types, and none of it counts until it's approved.

Cost saved

A workflow that got cheaper — synced automatically from your cloud and model-API bills, or logged manually against a baseline.

Revenue added

A deal closed or upsized with AI's help — tied back to the CRM opportunity, not estimated after the fact.

Time saved

Hours a team got back, converted to dollars using your own loaded labor rate — not an industry benchmark.

Cost avoided

Spend you didn't have to take on — a hire you skipped, a renewal you dropped — logged against the plan it replaced.

From first idea to the board report

Every initiative goes on the record at the idea stage and stays there, from "we're exploring AI" to "AI delivered $X this quarter."

1
Assess your business

Answer questions about your workflows and goals. Get a tailored AI ROI exposure report by function.

2
Put every initiative on the record

Owner, stage, costs, and expected return for every AI project, in one place across your organization.

3
Report ROI finance signs off on

Connect your existing tools. Value lands in dollars and counts only once it's approved, not as activity metrics or vanity numbers.

A record, not a report

Spreadsheets and dashboards show you a number. Roiva keeps the record behind it: the costs, the formula, the source data, and the approval.

Spreadsheets
What most teams use today
  • Manual entry; nobody updates it after month two
  • No connection to CRM, support, or cloud spend
  • Formulas break when the methodology changes
  • One person owns it; nobody else trusts it
Generic AI dashboards
Activity, not value
  • Tokens consumed, prompts run, calls made
  • No link from spend to business outcome
  • Treats AI as a cost line, not a portfolio
  • CFO can't tell if AI paid back the investment
Roiva
AI ROI your CFO will accept
  • Every dollar traces to a formula, a source record, or a named person
  • 30+ integrations sync cost and value automatically
  • Approval workflow keeps unrealized value out of reported ROI
  • Approved budgets tracked against actual spend, with increases above your approval threshold signed off before they apply
  • Portfolio reviews record what to scale, fix, or cut, with the numbers behind each call
  • Every agent, pilot, and model on one auditable record, from business case to retirement, across sales, ops, support, and finance

What AI ROI looks like in practice

Illustrative figures, not customer results. Each card names the formula a return like it is built from.

Customer Support
Example
$120k/year
Tickets resolved by an AI agent × cost per ticket, net of the token and software spend behind them.
Customer support use case
Sales
Example
$80k/year
Rep hours saved on proposal drafting × loaded labor rate, against the prep time recorded before rollout.
Sales use case
Finance
Example
$75k/year
Invoice processing hours saved × labor rate × volume, with every dollar traceable back to a versioned formula.
Finance use case
Operations
Example
$95k/year
Hours of scheduling and document handling saved across three internal teams, valued at loaded labor cost.
Operations use case

What finance and ops leaders ask first

How is this different from a spreadsheet, a FinOps tool, or a BI dashboard?
A spreadsheet does the same arithmetic without the version history, and rarely survives the person who built it. FinOps tools show what you spent on AI, not what it returned. A dashboard shows a metric moving, but takes no position on what caused it or what it was worth. Roiva joins AI cost to the outcomes in your CRM, help desk, and ledger, with every dollar traced to its formula, its source record, or the person who entered it, and an audit trail. Keep your FinOps tool — it's better at cost than we are.
We don't have baselines yet. Is it too early?
Almost nobody has them, which is why capturing one is part of the first month rather than a prerequisite. Roiva records how each baseline was arrived at, so an estimate stays visibly an estimate instead of disappearing into a total. And the cheapest time to capture "before" is before your next rollout, not after it.
How long until we have a number we can defend?
The implementation plan gets one initiative modeled, baselined, and signed off by finance within the first four weeks, and produces a quarterly report from your own data by day 90. For a read today, the free AI ROI Exposure Assessment estimates in about five minutes how much of your AI spend has provable ROI.
Who owns this — finance, or the teams running AI?
Both, with different jobs. Finance owns the methodology and signs off the reported number; the support, sales, and finance operations teams running the initiatives feed it. What makes it work is one named owner on your side, at roughly two hours a week in the first month.
Will the numbers hold up with our CFO or board?
Every value entry says where it came from. A calculated one keeps its versioned formula and a snapshot of its inputs, so last quarter's number can be re-run on last quarter's assumptions. A synced one keeps the source records it was counted from, and one a person entered names them and the documents they cite. An approval step keeps unrealized value out of reported ROI. Attribution is an explicit rule your team chooses and documents — not a causal experiment, and we don't claim otherwise. Read the measurement methodology →
How is Roiva priced?
One annual subscription, from $25K a year — the platform plus your first function module (Customer Support, Finance & Accounting, or Sales), with up to 5 initiatives measured inside it. It scales with the initiatives you put under measurement and the modules you add, from $15K a year each — not with your headcount. Our first five customers join as design partners at $15K for year one. See pricing and design partner terms →
How do you handle our data and security review?
Your data is never used to train models, and the Roiva assistant, built on Anthropic Claude, receives only the context a response needs. Our SOC 2 Type 2 program with Oneleet started on September 25, 2026, covering the Security criteria, and an independent CPA firm will issue the report. Until it does, we'll send Oneleet's engagement letter, sign a DPA, share our sub-processor list, and answer a security questionnaire within one business day. Read the security overview →

See where your AI ROI exposure sits today.

Take the free AI ROI Exposure Assessment. Get a one-page report showing your estimated AI spend exposure, where ROI is provable today, and the highest-leverage moves to close the gap.

Get your exposure report →

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